Blue Owl Technology Finance Corp

OTF

Market cap $5.76B

A few scary headlines have investors running, but the data tells a very different story. Deep discounts are opening up where fundamentals remain unusually strong. This misunderstood corner of the market may offer rare income upside.

BDCs have started this year strong. News on the interest rate and labor market front have been refreshing. Yet, not all BDCs have performed well so far. Namely, 4 BDCs have contracted.

The market is pricing in a crisis that the data simply does not show. A misunderstood corner of credit is flashing rare value signals. The disconnect between headlines and fundamentals is growing fast.

These two income plays just fell hard, but the fundamentals didn't. They have double-digit yields, deep discounts, and balance sheet firepower. It's the kind of setup long-term income investors often wait years for.

NEW YORK, Jan. 7, 2026 /PRNewswire/ -- Blue Owl Technology Finance Corp. (NYSE: OTF) ("OTF") today announced it will release its financial results for the fourth quarter and fiscal year ended December 31, 2025 on Wednesday, February 18, 2026 after market close. OTF invites all interested persons to its webcast / conference call on Thursday, February 19, 2026 at 11:30 a.m.

The Investment Committee give you their top stocks to watch for the second half.

FSI, EQNR and OTF have been added to the Zacks Rank #5 (Strong Sell) List on December 12, 2025.

The market seems to question the true fair value of BDC portfolios. There is a fear that the BDCs will start to report elevated non-accruals, which would make their life more difficult (as they have already a lower interest rate problem at hand). For durable and high-yield income investors this has created a truly enticing and timely opportunity, which simply has to be explored given the direction of overall asset yields.

Bryn Talkington, Managing Partner of Requisite Capital Management, joins CNBC's "Halftime Report" to explain why she's buying more Blue Owl Tech.

3 dividend stocks with attractive dividend yields, high-quality business models and management teams, and very strong growth potential have pulled back lately. I look at the risks that have prompted the market to beat them down aggressively. I also detail why I think the risks are overblown, and these stocks are compelling buys on the dip.